What are the responsibilities and job description for the Vice President Project Finance position at The Windsor Consulting?
Role: Project Finance, Vice President (Agency Services)
Location: Midtown NYC
Mostly on site with the option to WFH up to four times per month
Summary:
Responsible for autonomous oversight of an assigned portfolio of Project Finance agency roles including Administrative Agent, Intercreditor Agent, Depositary Bank, and Collateral Agent. Primary duties include reviewing loan documentation for agency provisions before and after financial closing, coordinating with lender groups, borrowers, legal counsel, and consultants, complying with loan provisions for draw requests and wire transfers, maintaining accurate collateral records.
Principal Duties and Responsibilities:
Agency:
• Provide excellent service to clients and lenders
• Review draft loan documents prior to financial closing to ensure agency provisions are suitable to company. Interact with loan Originators and legal counsel to implement recommended changes.
• Review and track compliance deliverables for each new assigned transaction.
• Set up data sites for new deals and ensure lenders are added
• Coordinate the action of the lenders as Administrative Agent in accordance with the financing agreements
• Host calls among lenders, borrowers, and consultants
• Distribute required information and/or reports of such agent transactions to each participant
• Take prompt action upon request from the participants
Administrative:
• Comply with policies and procedures
• Complete work in a timely and accurate manner
• Maintain organized file system for each deal
• Collect Know Your Customer due diligence and Customer onboarding requirements
• Interact and coordinate administrative matters with other departments
• Perform other work-related duties as assigned
Other:
• Mentor and develop talent by helping and supporting the transition of Junior Staff to work independently.
• Support Management with Ad-hoc requests
• Visit sites and attend bank meetings (domestic and international) as needed
• Work overtime when workload is heavy
Minimum Job Requirements or Experience:
• Eligible to work in the US
• Undergraduate degree required in Finance, Economics, Accounting or Business Administration; advanced degree is a plus – i.e. MBA, MS, or LLM degree
• 6 year's experience in Agency Services supporting Project Finance transactions
• Ability to analyze, contracts, cash flow models and deal structures
• Effective oral and written communication skills
• Capacity to effectively organize and multi-task in a fast-paced environment
• Advanced PC skills (Excel, Word, PowerPoint, etc.)
• Spanish bilingual language skills is a plus
